Become a key player at Wellington-Altus as an Investment Analyst, proficiently handling reporting and reconciliation to support high-net-worth clients. This role emphasizes efficiency and process enhancement.
Reporting to senior management, you'll focus on all analytics related to WAPC, including performance measurements and transaction reconciliations. Your role will involve collaboration within teams to deliver seamless reporting and valuable insights for operational improvements.
Key Responsibilities:
• Manage reporting queries and issue resolutions
• Ensure integrity of transaction pricing and positions
• Provide support for advisor teams in portfolio performance
• Drive process optimization on projects and initiatives
• Foster relationships with custodians and service providers
Requirements:
• Degree or diploma in Business Administration or similar
• 1-3 years’ experience in the financial industry
• Client service experience of at least 1 year
•...